A welcome series is an easy way to:

  1. Introduce subscribers to your brand
  2. Set expectations for your email marketing
  3. Set the habit of engaging with your emails, right off the bat

Create Welcome Series Templates

  • Click Templates in the left sidebar
  • Choose any of the Featured Templates > Duplicate Template to edit them, 
  • Or click + New Email Template to design your own from scratch.
  • Create one template or a set, depending on how many steps you want your welcome series to include.

Set Up a Welcome Series Email Journey

Now that you have your welcome series template(s), you're ready to set up your email journey.

  • Click Email Journeys in the left sidebar, click  + New Email Journey
  • Choose a title for your journey (e.g. Welcome Series)
  • Click the yellow Entry Trigger button to choose how a customer enters this journey (for example, all customers who signup through a form will enter into this journey)
  • Click Email Capture Apps
  • Select Signs Up Via Signup Form
  • Select which Signup Form > click Save Trigger at the bottom of the page
  • Click the orange checkmark to add additional optional Global Rules - how the customers will enter and continue in the journey
  • Then click the blue clock icon to customize the delay before the email sends (e.g. one hour)
  • Click the pink email icon to choose your subject line, preview text, and template
  • Add additional steps by clicking the green + button (like follow ups after 1 week and 2 weeks) or click Save Email Journey to create a one-step journey

You're finished! Your new subscribers will receive an email or series of emails from
you when they sign up for your list.

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